RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Colin Michael Kelly
- Title
- Senior Research Analystreportedtlcadvisory.comfirm site, Sep 15, 2026
- Designations
- CFA, MBAreportedtlcadvisory.comas printed on the bio page, Sep 16, 2026
- Professional profile
- tlcadvisory.com/team/colin-kelly-cfareportedtlcadvisory.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- The London Company Of Virginia mixed wealth currentsince Apr 7, 2026 · Richmond, Va
- Curi Capital, LLC independent RIAJan 22, 2024 to Mar 26, 2026 · Chicago, Il
- Curi Capital formerJan 10, 2022 to Mar 26, 2024 · Raleigh, Nc
- Kdi Capital Partners, LLC formerJan 17, 2020 to Jan 19, 2022 · Raleigh, Nc
- Curi Capital, LLC to The London Company Of Virginialeft Mar 26, 2026, registered Apr 7, 2026 (12 days) · RIA to RIA
- Curi Capital to Curi Capital, LLCleft Mar 26, 2024, registered Jan 22, 2024 (-64 days) · channel change inside one enterprise, not a move
- Kdi Capital Partners, LLC to Curi Capitalleft Jan 19, 2022, registered Jan 10, 2022 (-9 days) · RIA to RIA · moved with a team
- Colin Michael Kelly left Curi Capital, Llc for The London Company Of Virginia (registered 2026-04-07)Mar 26, 2026 · Advisor changed firm · fact
- Colin Michael Kelly left Kdi Capital Partners, Llc for Curi Capital (registered 2022-01-10)Jan 19, 2022 · Advisor changed firm · fact
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Wealth manager with institutional or fund businessderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address